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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,928 | $180,749-18.2% | $160,784-8.0% | $137,256+7.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.21% | 2234.46%-2222.3pp | 1803.92%-1791.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,680 | $4,155-59.6% | $3,733-55.0% | $4,156-59.6% |
| Participant deferral / active EE | $1,826 | $6,844-73.3% | $6,293-71.0% | $6,407-71.5% |
| Admin fee / account holder | $38 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |